Purchases and Sales Made in Q2 2024 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST US EQUITY OPPORTUN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.9K+ 388.91% |
$3.72M - $4.09M
|
48.9K
$6.03M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.3KNew |
$1.27M - $1.4M
|
13.3K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.95K+ 39.14% |
$761K - $836K
|
28.3K
$3.48M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.42K+ 389.05% |
$710K - $781K
|
9.33K
$1.15M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.67KNew |
$638K - $701K
|
6.67K
$822K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.97KNew |
$572K - $628K
|
5.97K
$737K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.43KNew |
$424K - $466K
|
4.43K
$546K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.1KNew |
$297K - $326K
|
3.1K
$382K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.95K+ 71.7% |
$283K - $311K
|
7.07K
$872K
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.75K+ 4.03% |
$264K - $290K
|
71.1K
$8.77M
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.43K+ 76.78% |
$232K - $255K
|
5.59K
$689K
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2.17KNew |
$208K - $228K
|
2.17K
$268K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.99K+ 17.58% |
$190K - $209K
|
13.3K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.95K+ 3.75% |
$187K - $205K
|
54.1K
$6.67M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
624New |
$59.7K - $65.6K
|
624
$77K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
419+ 0.33% |
$40.1K - $44.1K
|
127K
$15.7M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$19.1K - $21K
|
200
$24.7K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
181+ 5.36% |
$17.3K - $19K
|
3.56K
$439K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
168+ 4.63% |
$16.1K - $17.7K
|
3.8K
$469K
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
149+ 3.25% |
$14.3K - $15.7K
|
4.74K
$584K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
147+ 2.45% |
$14.1K - $15.5K
|
6.16K
$759K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$9.57K - $10.5K
|
100
$12.3K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
84+ 0.71% |
$8.04K - $8.83K
|
11.8K
$1.46M
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
75+ 1.25% |
$7.18K - $7.89K
|
6.07K
$748K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58+ 0.51% |
$5.55K - $6.1K
|
11.5K
$1.42M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29New |
$2.78K - $3.05K
|
29
$3.58K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
25New |
$2.39K - $2.63K
|
25
$3.08K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
24+ 0.78% |
$2.3K - $2.52K
|
3.09K
$381K
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
8+ 0.27% |
$766 - $841
|
2.95K
$364K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2- 0.03% |
$191 - $210
|
6.12K
$755K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 75.0% |
$287 - $315
|
1
$123
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-14- 0.34% |
$1.34K - $1.47K
|
4.09K
$504K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.26% |
$2.01K - $2.21K
|
8.2K
$1.01M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-28- 0.5% |
$2.68K - $2.94K
|
5.56K
$686K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-37- 16.16% |
$3.54K - $3.89K
|
192
$23.7K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-53- 2.24% |
$5.07K - $5.57K
|
2.32K
$286K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-74- 10.1% |
$7.08K - $7.78K
|
659
$81.3K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-85- 3.0% |
$8.13K - $8.94K
|
2.75K
$339K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-105- 2.97% |
$10K - $11K
|
3.43K
$423K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 23.08% |
$14.4K - $15.8K
|
500
$61.7K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-158- 6.48% |
$15.1K - $16.6K
|
2.28K
$281K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.79% |
$15.3K - $16.8K
|
8.78K
$1.08M
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-169- 7.11% |
$16.2K - $17.8K
|
2.21K
$272K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-181- 0.56% |
$17.3K - $19K
|
32K
$3.94M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-191- 13.75% |
$18.3K - $20.1K
|
1.2K
$148K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-193- 0.97% |
$18.5K - $20.3K
|
19.7K
$2.43M
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 3.03% |
$19.1K - $21K
|
6.41K
$790K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-200- 7.71% |
$19.1K - $21K
|
2.4K
$295K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-210- 2.53% |
$20.1K - $22.1K
|
8.1K
$998K
|